A city skyline at night with a boat in the water.
Stephen Gulbrandson

Stephen Gulbrandson

BBus GCertAppFin AdvDipFP
Authorised representative number: 000418001

Financial Adviser/Stockbroker/Partner of Milton and Townsville Branches

My objective is to deliver client-driven, comprehensive financial advice in a quality-conscious environment. I use proven financial strategies and investment knowledge to improve my clients’ lifestyles at all stages of life.
Steve has been working in financial services since graduating from university in 2006. He has extensive experience in investment, portfolio management, superannuation and retirement planning, insurance and financial planning strategies.

Investment Style

Steve takes a targeted and deliberate approach to providing holistic advice. He uses strategy and portfolio construction to meet clients’ goals and objectives, while managing risk throughout the investment cycle.

Services and Specialties

Retirement and Estate Planning
Superannuation Advice
Financial Planning
Self-Managed Super Funds
Wealth Management
Stockbroking

Qualifications and Professional Affiliations

Bachelor of Business
Advanced Diploma of Financial Planning
Accredited Aged Care Professional™
Ethics and Professional Relationships
Graduate Certificate in Applied Finance

Associations

SMSF Association

Competencies

Financial Planning
Managed Investments
Superannuation
Life Insurance
Margin Lending
Securities
Generic
I am employed by Forefront Future Pty Ltd which operates the business of Morgans Financial Limited - Townsville. My employer remunerates me by way of percentage of fees. As a shareholder of Forefront Future Pty Ltd, I may be entitled to a share of profits.
I am a Director and Shareholder of Forefront Future Pty Ltd which operates the business of Morgans Financial Townsville. My employer remunerates me as your adviser by way of percentage of fees. As a Director and Shareholder of Forefront Future Pty Ltd, I will be entitled to a share of profits.